Stillwater Capital Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,530
| Closed | -$202K | – | 70 |
|
|
2022
Q2 | $202K | Buy |
+2,530
| New | +$202K | 0.04% | 77 |
|
|
2015
Q3 | – | Sell |
-52,929
| Closed | -$3.54M | – | 70 |
|
|
2015
Q2 | $3.54M | Sell |
52,929
-1
| -0% | -$67 | 1.02% | 35 |
|
|
2015
Q1 | $3.75M | Sell |
52,930
-249
| -0.5% | -$17.6K | 1.14% | 32 |
|
|
2014
Q4 | $4.09M | Buy |
53,179
+241
| +0.5% | +$18.5K | 1.23% | 32 |
|
|
2014
Q3 | $3.66M | Sell |
52,938
-149
| -0.3% | -$10.3K | 1.22% | 31 |
|
|
2014
Q2 | $3.8M | Sell |
53,087
-1,014
| -2% | -$72.5K | 1.29% | 30 |
|
|
2014
Q1 | $3.84M | Sell |
54,101
-1,174
| -2% | -$83.4K | 1.4% | 28 |
|
|
2013
Q4 | $3.58M | Buy |
55,275
+19,060
| +53% | +$1.23M | 1.39% | 28 |
|
|
2013
Q3 | $2.26M | Buy |
36,215
+5
| +0% | +$312 | 1.34% | 28 |
|
|
2013
Q2 | $2.06M | Buy |
+36,210
| New | +$2.06M | 1.27% | 27 |
|